See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,480 | $56,277-83.2% | $80,975-88.3% | $62,891-84.9% |
| Participation rate | 69.2% | 69.0%+0.3pp | 75.8%-6.6pp | 69.3%-0.1pp |
| Annual return | 13.01% | 22.12%-9.1pp | 17.10%-4.1pp | 20.14%-7.1pp |
| Employer contribution / active EE | $1,127 | $1,943-42.0% | $3,714-69.7% | $2,281-50.6% |
| Participant deferral / active EE | $2,101 | $4,195-49.9% | $5,696-63.1% | $3,203-34.4% |
| Admin fee / account holder | $112 | $3,741-97.0% | $5,516-98.0% | $4,296-97.4% |